Nations Financial Group Inc. IA ADV Makes New Investment in MACOM Technology Solutions Holdings, Inc. $MTSI

Nations Financial Group Inc. IA ADV acquired a new stake in MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 3,532 shares of the semiconductor company’s stock, valued at approximately $784,000.

Other hedge funds also recently made changes to their positions in the company. Advisors Asset Management Inc. lifted its position in shares of MACOM Technology Solutions by 49.7% during the first quarter. Advisors Asset Management Inc. now owns 485 shares of the semiconductor company’s stock worth $49,000 after purchasing an additional 161 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in MACOM Technology Solutions by 9.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 157,182 shares of the semiconductor company’s stock valued at $15,778,000 after purchasing an additional 13,215 shares in the last quarter. Focus Partners Wealth increased its stake in MACOM Technology Solutions by 121.3% during the 1st quarter. Focus Partners Wealth now owns 6,739 shares of the semiconductor company’s stock worth $676,000 after buying an additional 3,694 shares during the period. Cetera Investment Advisers purchased a new stake in MACOM Technology Solutions during the 2nd quarter worth $372,000. Finally, Marshall Wace LLP acquired a new position in MACOM Technology Solutions in the 2nd quarter worth $544,000. Hedge funds and other institutional investors own 76.14% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on MTSI. Loop Capital assumed coverage on shares of MACOM Technology Solutions in a research report on Friday, April 10th. They issued a “buy” rating and a $300.00 price objective for the company. Zacks Research upgraded MACOM Technology Solutions from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Bank of America increased their price target on MACOM Technology Solutions from $260.00 to $305.00 and gave the company a “buy” rating in a report on Monday, April 13th. JPMorgan Chase & Co. raised their price objective on MACOM Technology Solutions from $240.00 to $345.00 and gave the company a “neutral” rating in a research note on Friday, May 8th. Finally, HC Wainwright restated a “buy” rating on shares of MACOM Technology Solutions in a report on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $321.36.

MACOM Technology Solutions Price Performance

Shares of MTSI stock opened at $372.15 on Wednesday. The firm has a fifty day moving average of $343.83 and a two-hundred day moving average of $260.10. The firm has a market cap of $28.40 billion, a P/E ratio of 161.10, a P/E/G ratio of 3.25 and a beta of 1.66. MACOM Technology Solutions Holdings, Inc. has a 1-year low of $118.16 and a 1-year high of $418.90. The company has a debt-to-equity ratio of 0.29, a current ratio of 7.52 and a quick ratio of 5.84.

MACOM Technology Solutions (NASDAQ:MTSI) last issued its earnings results on Thursday, May 7th. The semiconductor company reported $1.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. MACOM Technology Solutions had a net margin of 16.46% and a return on equity of 16.01%. The business had revenue of $288.95 million for the quarter, compared to analyst estimates of $285.20 million. During the same quarter in the prior year, the business posted $0.85 EPS. The company’s revenue for the quarter was up 22.5% on a year-over-year basis. MACOM Technology Solutions has set its Q3 2026 guidance at 1.310-1.370 EPS. As a group, research analysts anticipate that MACOM Technology Solutions Holdings, Inc. will post 3.68 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Stephen G. Daly sold 15,828 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $365.75, for a total value of $5,789,091.00. Following the completion of the sale, the chief executive officer directly owned 38,389 shares in the company, valued at approximately $14,040,776.75. The trade was a 29.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Donghyun Thomas Hwang sold 2,595 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $360.64, for a total value of $935,860.80. Following the sale, the senior vice president directly owned 32,376 shares in the company, valued at approximately $11,676,080.64. This represents a 7.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 75,476 shares of company stock valued at $27,755,202 over the last three months. Company insiders own 0.36% of the company’s stock.

MACOM Technology Solutions Profile

MACOM Technology Solutions is a semiconductor company specializing in high-performance analog, microwave, millimeter-wave and photonic semiconductor solutions. Its product portfolio includes amplifiers, switches, modulators, detectors and integrated circuits designed to optimize signal integrity, power management and data transmission. MACOM’s offerings address both digital and optical domains, providing critical building blocks for next-generation communications infrastructure.

The company’s solutions serve a diverse set of end markets, including wireless and wireline telecom, data centers, satellite communications, aerospace and defense, industrial and automotive applications.